Master Entity Relationship Management
OneShield’s Entity Relationship Management
OneShield’s Entity Relationship Management (ERM) component gives your business partners access to real-time information to facilitate the customer acquisition and servicing process through an intuitive browser-based application. This includes the insured, policy owner, beneficiary, business introducers, or any third-party representing an individual or an organization.
This module serves as an enhanced repository, containing additional Know Your Customer (KYC) details such as personal, tax, beneficial owner information and certifications, and documentation for all stakeholders. On the KYC front, the system provides checklists to ensure background and security quality checks are signed-off as complete.
Assign Varying Roles and Permissions
OneShield ERM helps manage hierarchical and relationship complexities across individuals, and individual-organization relationships, where different stakeholders can play varied roles for diverse insurance transactions.
OneShield ERM maintains the history and version control of all operations for an entity, and can be integrated with third party systems.